Servers is a gamble for ARM. They have very little invested in it. They are counting on their partners - Calxeda, AppliedMicro, AMD and others to invest millions and take the risk. All they have to do is to define the architecture, work on enabling the ecosystem and stand back and watch the battle.
Quite clever.

I agree Rick...I think it is going to be long and uphill road for ARM to conquer server space...despite Peter's response I am still not convinced why they don't just focus on mobile which is a huge market on its own to propel them into the top 10 semi vendors shortly...kris

I'm no microcontroller guru, but my sense is ARM is pretty far along in surrounding that market in which a few remaining proprietary architectures have circled their wagons.
As for servers, ARM still has some heavy lifting to do in ecosystem software and the key 64-bit chips won't even arrive until 2014, so we are just in the preface of this book.

@Kris
Correct.
Businesses, like sharks, have to keep moving forward.
I remember reading ARM's revamped "vision statement" about six years ago.
It read something like this: "ARM intends to be the preferred digital architecture in everything."
At that time ARM was big in mobile and trying in other sectors and vision statements were all the rage.
I did a double take at the time but i have got used to the idea of "first mobile, then the universe."